how does saira malik rebalance?aira: i don't think rebalancing always needs to be something you automatically do. i think you need to look in areas where there's valuation description -- valuation discrepancies and catalysts. if you consistently develop into europe, that would have been a real gain. that would not have been something we would've done. you could have rebalanced out of expensive tech into cheap energy , and that would not have been a way to win your portfolio. coming into this year, there was more of a catalyst for energy companies coming higher up on the esg spec. the reopening trait is positive for energy. a little bit stronger in terms of tighter supply. but you need to wait for those things before you automatically rebalance your portfolio is because that can lead you to a loser's game where you're just buying losers that remain losers overtime. romaine: when we talk about the more structural changes coming out of this pandemic, whether you're looking at energy, looking at tech, there's a general

what i think is more interesting, and i agree with saira, gives us the opportunity to buy select technologyd companies like a google or a facebook that are big cap, large trading at what we think are good valuations, the market gives us an opportunity to dip in so i think you stay the course, if you've got cash on the sidelines, you can buy good companies, and when the inevitable dips come, you buy even better companies that are much cheaper price >> so reopening is going well, obviously, serat, rebounding well, even though the jobs numbers are, for whatever reason, are a little disappointing, but you think this gives equities a tail wind for how long >> i think for the next three to six months, joe. there's an interesting point here because of all of the money coming in from all of the states, you're going to see an uneven jobs report but the biggest thing to watch is credit spreads and i think when the fed does that, that's what we got to watch. >> thanks for hearing the talking, sarat because that means i have ten seconds to say goodbye. thank you. happy doughnut day becky, gdwlperooilow